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Lantern Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lantern Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$236K Buy
+2,745
New +$231K 0.11% 162
2026
Q1 		– Sell
-2,622
Closed -$213K – 190
2025
Q4 		$213K Buy
+2,622
New +$213K 0.11% 156

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Lantern Wealth Advisors's VUG Position: Q2 2026 in Review

Lantern Wealth Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,745 shares worth $236K. The stake represents 0.11% of the portfolio and ranks #162 among its holdings. This is a return to the name: Lantern Wealth Advisors previously reported a position in VUG as recently as Q4 2025.

Lantern Wealth Advisors first reported a position in VUG in Q4 2025 and has held it in 2 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Lantern Wealth Advisors held 2,745 shares of Vanguard Morningstar Growth ETF worth $236K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Lantern Wealth Advisors position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.11% of Lantern Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • Lantern Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.